August 30, 2017
Broken Record
Another Jackson Hole Symposium has come and gone. We are still in utter disbelief how many investors pin their hopes on actually learning something...
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August 24, 2017
Sacrificing Civility for Instability
This past week saw the release of the FOMC Minutes. Nothing new to report here, just the typical Fed speak and jargon we have come to expect month in...
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August 15, 2017
Between a Rock and a Hard Place
Last Friday saw the release of the US CPI report. It rose a paltry 0.1% mom, with yoy growth dropping to a meager 1.7%. The bond market saw this as a...
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August 2, 2017
The Trends Roll On
As we count down the remaining weeks of summer, we hope you enjoyed a bit of a reprieve from these markets. We hope you found some time to break away...
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July 26, 2017
Summer Doldrums
As we labor along these summer trading days, awash in great anticipation of the next FED policy move, we can't help but bring to light some of the...
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July 19, 2017
When Doves Fly
Chair Yellen didn’t waste any time reassuring markets last week that the FED, despite their wherewithal to hike rates and shrink balance sheets, will...
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